The Future of the Car (with Ford’s Hau Thai-Tang)
Azeem Azhar's Exponential View
Ford Scale
We're talking ouow approaching a billion dollars of acid, intensey capital intensity to vertically intigrate and build a battery plant for that one vehicle. So you have to have sufficient scale. That's number one too, is you have to really be able to convince yourselves that you could do it better than someone else who that's their businessn we actually do itbetter than our suppliers. And then another very important consideration is, what's the longevity of that particular technology? I'll give you a real world example. In the early days of electrification, one of the large japanese o a m,. decided to build batteries for their hybrid vehicles. The technology they bet on was
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
